Halpern Financial, Inc. Ishares Core S&P Total U.S. St Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Halpern Financial, Inc. holds 376 shares of ITOT stock, worth $45,206. This represents 0.01% of its overall portfolio holdings.

Number of Shares

376

Previous 320 17.5%

Holding current value

$45,206

Previous $36.6 Million 22.06%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$108.78 - $119.23 $6,091 - $6,676	56 Added 17.5%	376 $44.7 Million
Q4 2023 Jan 19, 2024	SELL	$90.04 - $105.69 $9,454 - $11,097	-105 Reduced 24.71%	320 $33.1 Million
Q2 2023 Sep 21, 2023	BUY	$89.03 - $97.84 $37,837 - $41,582	425 New	425 $41.6 Million
Q3 2022 Sep 21, 2023	SELL	$82.01 - $95.9 $2,050 - $2,397	-25 Closed	0 $0
Q3 2021 Sep 21, 2023	BUY	$97.33 - $103.96 $2,433 - $2,599	25 New	25 $2.46 Million
Q1 2020 Sep 21, 2023	BUY	$49.67 - $76.42 $6,308 - $9,705	127 New	127 $7.27 Million

Others Institutions Holding ITOT

# of Institutions

1,335

Shares Held

302M

Call Options Held

97.2K

Put Options Held

16.1K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Halpern Financial, Inc. Ishares Core S&P Total U.S. St Transaction History